Maximize value at every stage of your M&A deal
Creating value from your M&A or transaction requires the right strategic decisions — and the right team.
Wipfli supports businesses with end-to-end transaction advisory services. From quality of earnings (QoE) analysis and financial due diligence to tax advisory and M&A integration, we dig deep to help you achieve sustainable growth and a competitive advantage.
You need confidence in your deal, not surprises
Wipfli delivers comprehensive due diligence services designed to give you a clear, well-rounded view of your business or target acquisition.
Our data and analytics capabilities provide greater visibility into performance drivers and potential risks, while our advisors translate those insights into practical guidance you can act on. In addition to helping you evaluate critical financials through QOE and quality of assets (QOA) analysis — including net working capital — we assess the broader factors that influence long-term value, including technology, talent, strategy, customers and organizational culture.
You need deeper experience and specialization
Deals and valuations can get complex, fast. Across the middle market, you need a partner who understands not just the numbers but also the nuances of your industry.
We specialize in a range of sectors, including industrial and consumer products, healthcare, construction, technology companies and financial institutions. We’ve also served a wide range of businesses within these industries — from emerging players to established leaders — giving our merger and acquisition advisory services team a clear understanding of your opportunities and the value drivers that truly matter.
You need more value, faster
With a full suite of business advisory services, Wipfli can act as a single provider for a wide range of deal needs, helping streamline due diligence and the transaction process. From initial evaluation through closing and beyond, we support you across every phase of the deal lifecycle to help you make informed decisions and position your transaction for success.
Explore our transaction advisory services
Buy-side advisory
Identify and minimize risk for your organization. Get clear and sensitive guidance and execution that cuts through the complexities of buying a business.
Sell-side advisory
From conducting a business valuation to performing due diligence, sellers have a lot to do before they’re ready to take their company to market. The right approach is critical. Let Wipfli help.
Business valuation
Gain a clear, defensible understanding of your organization’s worth. Wipfli’s business valuation services provide the insights you need to support transactions, guide strategic decisions and confidently plan for the future.
Investment banking
Get strategic and transactional investment banking services tailored for middle-market companies. Whether you’re planning an acquisition, scaling your operations or preparing for an exit, we deliver tailored financial insights to guide your next move.
Why Wipfli?
Wipfli combines advanced technology with a global network of tax, audit and financial specialists to deliver the deep analysis you need to maximize returns while building sustainable value long after the deal is closed.
Our M&A transaction services prioritize your goals through proactive communication, keeping you informed and ready to act on opportunities. Our guidance also goes beyond standard data; we provide practical, industry-specific advice tailored to the unique nuances of your business. And every engagement is partner-led, giving you direct access to seasoned leadership at any stage.
We know that transactions are more than just financial events. Let us guide your next deal with end-to-end support that’s focused on your needs and speeding your path to greater value.
What our clients are saying
Our team
Michael L. Vaccarella
Leveraging nearly 25 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
Ben Smith, CPA, ABV
Ben Smith provides advisory services to middle-market, closely held clients in a variety of sectors, including high-technology, manufacturing, and distribution. He specializes in financial reporting and analysis, financial and tax due diligence, and quality of earnings studies.
Andrew C. Blank, CPA/ABV, CFA
Andrew Blank is a director in Wipfli’s private equity and transaction advisory services team, where he provides buy-side and sell-side transaction support to middle-market, closely held clients, primarily in the manufacturing and distribution sectors. He specializes in financial statement analysis and quality of earnings due diligence.
Eric Castellano, CPA
Eric Castellano is a director in Wipfli’s private equity and transaction advisory services team, where he provides buy-side and sell-side transaction support to middle-market, closely held clients, primarily in the manufacturing and distribution sectors. Eric’s more than 10 years of experience performing financial statement audits under GAAP gives him a strong understanding of accounting concepts and practices to assist clients through financial statement analysis and quality of earnings due diligence.
Kevin Janke, CPA, ABV
Kevin Janke has spent over 20 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills.
Transaction advisory services FAQ
What are transaction advisory services?
Transaction advisory services are professional services designed to help support clients and business owners during transactions, including mergers, acquisitions and other major financial transactions. These services help give insight into an organization that is being sold or acquired, to help mitigate risk and enable informed decision-making.
What types of transaction advisory services does Wipfli offer?
Wipfli’s transaction consulting can support the full life cycle of your deal, including:
- Pre-transaction advisory for buy-side and sell-side, including support for critical areas such as projections and forecasting, investing thesis evaluation and development, negotiation assistance, outsourced financial team support, transaction strategy planning, due diligence and pre-LOI deal evaluation.
- Transaction advisory for buy-side and sell-side, including services for negotiation assistance, legal agreements review, data and systems management and data integration strategy. We also offer support for quality of earnings (QOE) analysis and quality of assets, technology, data, culture, people and revenue analysis.
- Post-transaction advisory for buy-side and sell-side, including support for ASC 805 valuation, post-close accounting and tax, data integration, data management, dispute resolution, independent third-party arbitration, annual tax compliance, attestation and annual financial statement audits.
- Valuation services for a variety of needs, including M&A, business succession, divorce proceedings, gifting and estate settlement, financial reporting, buy-sell agreements and shareholder transactions.
- Investment banking support.
Does Wipfli provide cybersecurity and IT risk assessments as part of due diligence?
Yes, Wipfli provides cybersecurity and IT risk assessments as part of our due diligence services. Our services are designed to help companies evaluate how technology may impact a deal, reviewing 11 key areas to comprehensively assess risks and opportunities in a business’ IT infrastructure.
Does Wipfli leverage data analytics or AI tools for transaction evaluation?
Yes. Wipfli leverages advanced data analytics to enhance transaction evaluation. We use comprehensive data analysis to get a detailed view of financial and operational data and gain a clear understanding of underlying performance drivers.
Does Wipfli provide management assessments or HR related diligence?
Yes, Wipfli provides both buy-side and sell-side management assessments and HR related diligence. Our leadership development team can help you leverage talent assessment tools, including Predictive Index and 360-degree assessments, to make data-driven workforce decisions and develop high-performing teams and leaders.
Let’s talk.
Fill out the form below, and we’ll be in touch to discuss your M&A goals and how we can help you achieve them.
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